We try to address seven major questions for Chinese economy in 2022, including Covid policies, consumption, regulatory crackdown, monetary policy, real estate, exports, and energy.
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The Chinese economy faces greater downward pressure in Q1 from real estate, heavy industrials, and consumption.
Chen Long and Guo Shan discuss the main takeaways from the 2022 annual Central Economic Work Conference.
Leaders have called for more pro-growth policies for 2022 and it has become “a political matter” for officials to stabilize growth.
China has issued a series of data governance rules; the results of Didi’s cyber security review will illustrate what they mean for listed firms in practice.
Guangdong’s provincial government has sent a working group to take control of Evergrande as the developer can no longer repay its debt.
Governments at all levels are providing subsidies to these firms, while Beijing also launched a new stock exchange to help them grow.
For China, COP26 is a political gain, not an event affecting its course to decarbonization.
The Sixth Plenum of the 19th Party Congress passed a historic resolution largely to celebrate the Party’s achievements over the past century.
The Xi-Biden video conference closed with stabilizing signals, but produced very little in concrete deliverables.